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Torch Wealth Management’s US Steel X Stock Holding History

Torch Wealth Management’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-300
Closed -$8K – 233
2014
Q2 		$8K Hold
300
– – 0.01% 244
2014
Q1 		$8K Buy
+300
New +$7.87K 0.01% 269

Other funds holding X

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

Torch Wealth Management's X Position: Q3 2014 in Review

Torch Wealth Management sold out of US Steel (X) in Q3 2014, closing a stake of 300 shares — an estimated $8K sold.

Torch Wealth Management first reported a position in X in Q1 2014 and held it in 2 quarters. The position peaked at $8K in Q2 2014. 340 funds tracked by Wall St. Rank hold X as of Q3 2014.

  • Torch Wealth Management reported no remaining US Steel position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 300 US Steel shares in Q3 2014, an estimated $8K.
  • Torch Wealth Management first reported a position in US Steel in Q1 2014 and held it in 2 quarters.
  • Torch Wealth Management's US Steel position peaked at $8K in Q2 2014.
  • 340 funds tracked by Wall St. Rank held US Steel as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.